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Private Advisor Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Private Advisor Group’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Sell
6,600
-935
-12% -$36.5K ﹤0.01% 2313
2025
Q4 		$294K Hold
7,535
– – ﹤0.01% 2172
2025
Q3 		$289K Buy
7,535
+935
+14% +$35.3K ﹤0.01% 2112
2025
Q2 		$244K Hold
6,600
– – ﹤0.01% 2100
2025
Q1 		$232K Hold
6,600
– – ﹤0.01% 2023
2024
Q4 		$235K Hold
6,600
– – ﹤0.01% 2007
2024
Q3 		$232K Hold
6,600
– – ﹤0.01% 2123
2024
Q2 		$228K Hold
6,600
– – ﹤0.01% 2071
2024
Q1 		$223K Hold
6,600
– – ﹤0.01% 2043
2023
Q4 		$216K Hold
6,600
– – ﹤0.01% 1998
2023
Q3 		$205K Hold
6,600
– – ﹤0.01% 1868
2023
Q2 		$201K Buy
+6,600
New +$196K ﹤0.01% 1844

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return